JG
CFP
JG
CFP

John Goff

21 Years of Experience
Ann Arbor, MI

John Goff is a CFP-designated registered investment advisor at Retirement Income Solutions, INC., based in Ann Arbor, MI, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,268 clients with $2.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,268 clients
Average Client Portfolio
$2.1M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$750K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2M+0.60%

Fees are negotiable and may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by RIS and the client.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2301 Platt Road, Suite 300, Ann Arbor, MI, 48104

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is a partner with 25% ownership in M4P Partners, LLC, and 100% owner/partner in 11249 Hyde Point Court LLC, both real estate holding companies since 2016 and 2018 respectively. He spends minimal time on each business performing executive decision-making duties.

Employment History
Current Registrations
Retirement Income Solutions, INC.
August 2010 - Present · 15 yrs 8 mos
Previous Registrations
Tiaa-Cref Advice and Planning Services
August 2006 - August 2010 · 4 yrs
Tiaa-Cref Advice and Planning Services
March 2005 - October 2005 · 7 mos
Tiaa-Cref Trust Company, Fsb
November 2004 - March 2005 · 4 mos
State Registrations2 states
MITX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Goff - Financial Advisor | TrueAdvisor